Running marketing for multiple advisors is complex, especially when planning, execution, and reporting are disconnected.

In this session, you will see how to turn the Resource Pack for Financial Marketing Professionals into a live, connected system inside Snappy Kraken.

You will see how marketing teams bring planning, lead management, and tracking together into one system supported by the right technology and integrations, including product walkthroughs of:

• The Marketing Admin Toolbox for sharing and duplicating campaigns across many advisors
• The AUM Pipeline Dashboard that ties your marketing efforts directly to pipeline and client AUM
• Streamlined Compliance Workflows that help you get campaigns out smoother, with fewer headaches

Built by financial professionals for financial professionals, this is how you run advisor marketing as a system instead of a series of one off campaigns.

🗓️ Save your spot!